Contents of the Manage Contract Management Vendor Info Screen
Use the fields and options to configure the Manage Contract Management Vendor Info screen.
Identification
Use the fields in this group box to specify prospective vendor ID and name.
| Field | Description |
|---|---|
| Prospective Vendor ID | Enter a unique prospective vendor ID, or leave this field blank to have Costpoint automatically assign an ID if the Auto-Assign Vendor Prospect IDs check box is selected on the Configure Contract Management Settings screen. |
| Future Vendor ID/Vendor ID |
For prospective vendors (those with a vendor record status of Prospective Vendor), this field is labeled Future Vendor ID and displays the future vendor ID associated with the prospective vendor, if it exists. You set up future vendor IDs on the Approve Prospective Vendors screen. For already approved or active vendors (those with a vendor record status of Vendor), this field is labeled Vendor ID and displays the vendor ID as a hyperlink that you can use to access additional information about the vendor. When you click this link, Costpoint displays the Manage Vendors screen, where you can view details about the vendor. This field is not editable for both prospective and active vendors. |
| Vendor Record Status | This field displays Vendor or Prospective Vendor. Once a vendor with a Prospective Vendor record status is approved on the Approve Prospective Vendors screen, its status becomes Vendor. |
| Name | Enter the prospective vendor name that you want to use internally for the vendor. |
| Average Rating |
This field displays the average rating of the vendor. Costpoint calculates it as the average of the vendor's scores as entered on the Supplier/Vendor Rating tab of the Manage Contracts and/or Manage Subcontracts screens. Note: This field is visible only for regular vendors and hidden for prospective vendors.
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Subtasks
| Subtask | Description |
|---|---|
| Address/Contact Info | Click this link to open the Address/Contact Info subtask, where you can enter and maintain information about vendor addresses. |
| Vendor Employees | Click this link to open the Vendor Employees subtask, where you can assign a vendor's employees identification numbers for billing and payment purposes. |
| NDA | Click this link to open the NDA subtask, where you can browse for, add, or launch non-disclosure agreement (NDA) documents from a network location, and associate them to vendors. |
| Teaming Agreement | Click this link to open the Teaming Agreement subtask, where you can browse for, add, or launch teaming agreement documents from a network location, and associate them to vendors. |
| User-Defined Info | Click this link to open the User-Defined Info subtask, where you can enter, edit, and view user-defined data for a vendor. |
| Supplier/Vendor Rating |
Use this subtask to view performance ratings for the supplier/vendor. Note: This subtask is available only on the Supplier/Vendor Rating tab. Both the Supplier/Vendor Rating tab and subtask are visible only for regular vendors.
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